M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.
Tag: AI
UBS: ‘Valuations are at extraordinary levels while company fundamentals remain ordinary’
UBS Investment Bank has taken the contrarian approach of underweighting India and overweighting China.
The FSA Spy market buzz – 1 November 2024
Battleshares’ old versus new, Goldman Sachs’ Cassandra warning, Hong Kong property’s negative equity woes, Ninety One’s trillion-dollar question, Contrarian alert from CB, Lists and much more.
Early Nvidia bull Baillie Gifford sells down position
Baillie Gifford’s US equity growth team, early investors in Nvidia, have sold roughly 40% of their stake in the semiconductor firm.
Capital Group: ESG holds steady in a volatile world
However, the rise of AI presents new ESG risks to investment, say respondents to a new study.
Arta Finance launches in Singapore
Former UBS CEO Ralph Hamers has been hired as an external senior advisor for the company.
The FSA Spy market buzz – 20 September 2024
Dimensional’s active exploration, Jay Powell’s punchbowl, ETF Connect gets a shot in the arm, US GDP vs MSCI, Ninety One’s renewable energy insight, China contrarians rejoice, advertising and much more.
Vanguard: Investors should “temper expectations” on AI
The world’s second largest asset manager Vanguard warns that AI is unlikely to save equities from an economic downturn.
Survey: Hong Kong’s rich ready for AI to guide wealth decisions
Digital technologies and channels promise new growth opportunities for Hong Kong’s wealth managers.
GMO: Deep value is our highest conviction idea
Index providers are labelling growth and value stocks seemingly arbitrarily, according to GMO’s asset allocation team.
